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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1551
Eudaimonia Partners
Tennessee
$4.46M +$608K +1,895 +17%
IFA
1552
Interactive Financial Advisors
Illinois
$4.44M +$2.59M +8,068 +172%
PT
1553
Plimoth Trust
Massachusetts
$4.42M -$141K -440 -3%
PWAG
1554
Polaris Wealth Advisory Group
California
$4.41M +$149K +463 +4%
CNC
1555
Citizens & Northern Corp
Pennsylvania
$4.4M -$323K -1,006 -7%
XWM
1556
Xcel Wealth Management
Florida
$4.4M -$345K -1,076 -8%
CA
1557
Claro Advisors
Massachusetts
$4.4M +$32.7K +102 +0.8%
KJHP
1558
K.J. Harrison & Partners
Ontario, Canada
$4.37M +$1.39M +4,330 +53%
SFA
1559
Semmax Financial Advisors
North Carolina
$4.37M +$250K +780 +7%
LWANC
1560
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.37M +$16K +50 +0.4%
CWM
1561
Circle Wealth Management
New Jersey
$4.36M +$183K +569 +5%
SXL
1562
Summit X LLC
Missouri
$4.35M +$21.5K +67 +0.5%
SWIG
1563
Strategic Wealth Investment Group
Kentucky
$4.35M +$1.01M +3,161 +34%
GFA
1564
Gifford Fong Associates
California
$4.35M – – –
AFAS
1565
Acorn Financial Advisory Services
Virginia
$4.34M -$1.53M -4,773 -28%
SDWIA
1566
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.33M -$2.89K -9 -0.1%
VF
1567
Virtu Financial
New York
$4.32M +$3.99M +12,433 New
ATIA
1568
American Trust Investment Advisors
New Hampshire
$4.32M -$62.6K -195 -2%
WWA
1569
WC Walker & Associates
California
$4.31M +$99.8K +311 +3%
AC
1570
Arjuna Capital
North Carolina
$4.28M -$1.54M -4,801 -28%
SCM
1571
Symons Capital Management
Pennsylvania
$4.27M -$176K -548 -4%
FMWA
1572
Forvis Mazars Wealth Advisors
Missouri
$4.26M -$108K -337 -3%
TCM
1573
Tandem Capital Management
New Jersey
$4.26M +$29.8K +93 +0.8%
HCM
1574
Harvey Capital Management
Florida
$4.25M -$43.3K -135 -1%
JC
1575
Joho Capital
New York
$4.25M – – –
61 62
63
64 65